The Module will support user to manage the sales process activities that should be in place for sales rep’s operation in the field.

• Route planning
• Setup an maintain business controls
• Data Receive from Backend Applications through integration interface
• Invoice cancelation prior to transfer to backend
• Reports (Maximum7 Standard reports and 5 Client specific customised reports)
• Data Send to Existing Backend Application through integration interface
• Data Update Scheduling

1. Transaction
   1. Purchase order – create purchase order and approved, the approved purchase order will be transferred to the ERP for primary sales process.
   2. GRN – the supplier invoice generated from the ERP will be transferred to the relevant distributor in lined to the purchase order, the distributor can record the GRN.
   3. Supplier Return – the distributor will have provisions to record returns against a GRN
   4. Sales Order/ Sales Invoice – Secondary Sales order or invoice can be generated against a dealer when mobile based functionality not available.
   5. Receipt – Secondary sales collection can be recorded
   6. Credit Note – Secondary sales returns can be recorded
   7. Stock transfers/ Stock Loadingb.
2. Reports
   1. Invoice Print
   2. Purchase Order listing and Print
   3. GRN listing and Print
   4. Supplier Return listing and Print
   5. Collection
   6. Outstanding
   7. Sales
   8. Invoice Listing
   9. Credit Note Listing
   10. Receipt Listing
3. Enquiries
   1. Dealers
   2. Items
   3. Classifications
   4. Price List
   5. TAX Table
   6. Discount

• Receive Updated data from Head Office
• View and Follow the Route plan
• View Customer Information
• Perform Sales Invoicing
• Validate credit limits and Outstanding
• Market Return
• Sales Return
• View Target vs. Achievement
• P.O.S.M issues
• Sample Issues
• Printing – Order and Receipt
• View Sales History
• View Sales Summary
• Dashboards (Outstanding, Sales Analysing, Sales Progress)
• Update Head office (Online/ Day end)

The system will be customized to integrate with backend ERP application to receive the master data. The same integration will transfer transaction data received from the field to the ERP applications. The information will be available for distributor user as well as Head office management as soon as they received to the head office through the mobile data connectivity.

The following key information will be integrated.

• Product Master
• Customer Master
• Stock Locations
• Price Master
• Purchase Order
• Supplier Invoice
• Secondary Sales
• Stock Updates
• Targets
• Customer Outstanding

• AGPS point will be captured at the time of invoicing
• System will have a facility to capture Outlet profile GPS points as static point of the Outlet
• System will have a view to display the outlet profile GPS point and actual invoice GPS point on Google MAP for a Sales rep on a given date.
• Track the visit path – system will capture the GPS location in predefined time intervals in order to draw the actual visit path of the sales rep (device)
• GPS tracking application will have an online update view to display the current location of each sales rep with their last productive activity information. The system will display a different icons to indicate the sales reps who do not have sales for last two hours. (frequency can be parameterised)